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Disclosery

DLS WISDOMTREE TR

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INTL SMCAP DIV (fund)

202 managers (204 13F filers) reported a position in DLS shares at 2026-03-31, 4,456,637 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
202
13F filers
204
New
15
Added
50
Reduced
81
Sold out
10
Shares held by filers
4,456,637

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLCin group Savant Capital, LLC751,429$61.2M0.3%-23,66713F-HRTimelineGroup
BIP Wealth, LLC259,514$21.2M0.86%-11,37213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,909$21M<0.01%+75,84913F-HRTimelineGroup
LRI Investments, LLC193,374$15.8M1.4%-2,38313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY156,725$12.8M<0.01%-3,98913F-HRTimelineGroup
HighTower Advisors, LLC114,526$9.33M0.01%-58513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,958$8.8M<0.01%-71613F-HRTimelineGroup
MAI Capital Management97,869$7.98M0.05%+61613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,702$7.47M0.01%-1,04613F-HRTimelineGroup
Compound Planning, Inc.83,147$6.78M0.21%-2,25413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,305$6.71M<0.01%+3,08613F-HR/ATimelineGroup
Evanson Asset Management, LLC81,887$6.67M0.36%-1,71713F-HRTimeline
Csenge Advisory Group73,724$6.01M0.28%-8,82413F-HRTimeline
FLOW TRADERS U.S. LLC70,662$5.76M0.18%new13F-HRTimeline
Great Point Wealth Advisors, LLC69,693$5.68M1.05%-5,71413F-HRTimeline
Neumann Capital Management, LLC66,219$5.4M1.59%-65113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60,505$4.93M<0.01%-5,84713F-HRTimelineGroup
WESCAP Management Group, Inc.60,393$4.92M0.97%+74513F-HRTimeline
Checchi Capital Advisers, LLC59,259$4.83M0.33%-10,74113F-HRTimeline
UBS Group AGgroup of 2 filers holding58,591$4.78M-17,900Timeline
Corient Private Wealth LPin group Corient Private Wealth LP57,731$4.71M0.01%+1,34513F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…56,513$4.61M0.78%-68213F-HRTimeline
Empirical Financial Services, LLC d.b.a…56,243$4.58M0.08%+12913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC52,823$4.31M0.02%+14,22513F-HRTimelineGroup
LPL Financial LLC49,922$4.07M<0.01%+30713F-HRTimeline
Waterfront Wealth Inc.47,052$3.83M0.7%-8,18913F-HRTimeline
Grove Street Fiduciary, LLC43,268$3.53M1.55%-1,16413F-HRTimeline
Creative Planningin group Creative Planning40,363$3.29M<0.01%+91213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding37,122$3.03M-5,269Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,688$2.99M<0.01%-92113F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC35,591$2.9M0.99%-1,14613F-HRTimeline
Wealth Architects, LLC32,285$2.63M0.23%-2,34813F-HRTimeline
Janney Montgomery Scott LLC32,022$2.61M0.01%-1,78013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,296$2.55M<0.01%+24,02813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,257$2.55M<0.01%+24713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,158$2.54M0.04%+97613F-HRTimeline
SMITH, MOORE & CO.27,929$2.28M0.17%-18813F-HRTimeline
Allworth Financial LP25,745$2.1M0.01%-1,90313F-HRTimeline
Marathon Strategic Advisors, LLC25,215$2.06M1.48%+58813F-HRTimeline
Atria Investments, Inc24,630$2.01M0.02%-2,04613F-HRTimeline
Mariner, LLCin group Mariner, LLC24,284$1.98M<0.01%+20,40813F-HRTimelineGroup
Impact Capital Partners LLC24,077$1.96M0.59%+2,78113F-HRTimeline
GHP Investment Advisors, Inc.23,386$1.91M0.08%-86213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,079$1.88M<0.01%+58613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,565$1.71M<0.01%+37513F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT20,364$1.66M0.03%-3013F-HRTimeline
Cetera Investment Advisers19,715$1.61M<0.01%+2,85513F-HRTimeline
McLean Asset Management Corp19,181$1.56M0.27%-60013F-HRTimeline
Larson Financial Group LLC19,038$1.55M0.05%-14513F-HRTimeline
Waverly Advisors, LLC18,455$1.5M0.01%-12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,968$1.46M<0.01%+14113F-HRTimelineGroup
TOWLE & CO17,456$1.42M0.55%new13F-HRTimeline
Wealth Care LLC17,139$1.4M1.24%13F-HRTimeline
Addison Advisors LLC16,800$1.37M0.3%-24513F-HRTimeline
Sharper & Granite LLC15,840$1.29M0.44%-1,36013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,263$1.24M<0.01%+40213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC14,614$1.19M0.08%-1,48713F-HRTimeline
Betterment LLC14,491$1.18M<0.01%-93613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,121$1.15M0.03%+61113F-HRTimelineGroup
CoreCap Advisors, LLC13,314$1.09M0.04%+7613F-HRTimeline
Bruce G. Allen Investments, LLC12,742$1.04M0.68%-81013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,608$1.03M<0.01%-8,77413F-HRTimeline
Tortoise Investment Management, LLC12,584$1.03M0.08%-85513F-HRTimeline
Farther Finance Advisors, LLC12,299$1.02M0.01%+3,62313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,166$986K0.01%+34113F-HRTimelineGroup
RFG Advisory, LLC11,373$927K0.02%new13F-HRTimeline
Stonebridge Wealth Management, LLC10,641$867K0.83%+13913F-HRTimeline
Robinswood Financial LLC10,214$833K0.26%-9113F-HR/ATimeline
Shakespeare Wealth Management, LLC10,208$832K0.2%-12413F-HRTimeline
Discipline Wealth Solutions, LLC9,817$800K0.08%-82413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,680$789K0.03%-1,34213F-HRTimelineGroup
Windward Private Wealth Management Inc.9,583$781K0.27%013F-HRTimeline
Longview Financial Advisors LLC8,774$715K0.39%-11813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,397$684K<0.01%+4,71813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,171$666K<0.01%-23313F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,108$661K<0.01%-13413F-HRTimeline
Lester Murray Antman dba SimplyRich7,896$643K0.16%013F-HRTimeline
Tandem Investment Partners LLC7,670$625K0.53%-20,05513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,643$623K<0.01%+4,05413F-HRTimelineGroup
Envision Financial LLC7,598$619K0.33%-1,05513F-HRTimeline
Sound Stewardship, LLC7,370$601K0.28%-44113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,255$591K0.01%-3213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,944$572K<0.01%-1,89913F-HRTimeline
JFS WEALTH ADVISORS, LLC6,715$547K0.03%-21313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,645$542K<0.01%+17213F-HRTimelineGroup
IHT Wealth Management, LLC6,553$534K0.01%-1313F-HRTimeline
BCS Wealth Management6,497$530K0.11%new13F-HRTimeline
Tillman Hartley LLC6,482$528K0.13%013F-HRTimeline
Apella Capital, LLC5,881$517K0.01%013F-HRTimeline
Sanctuary Advisors, LLC6,277$512K<0.01%-42013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,277$512K<0.01%+1,06313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,256$510K<0.01%+2,72713F-HRTimeline
Viewpoint Capital Management LLC6,221$507K0.24%013F-HRTimeline
MATHER GROUP, LLC.5,770$470K<0.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC5,353$444K0.33%-10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,401$440K<0.01%new13F-HRTimelineGroup
Freedom Investment Management, Inc.5,366$437K0.13%-15013F-HRTimeline
Joel Isaacson & Co., LLC5,286$431K0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,190$423K0.01%new13F-HRTimeline
Advisory Services Network, LLC5,177$422K0.01%-19813F-HRTimeline
FMR LLCin group FMR LLC5,175$422K<0.01%+1,88213F-HRTimelineGroup
Hardin Capital Partners, LLC5,138$419K0.19%+313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,010$408K0.04%-18313F-HRTimeline
Camelot Portfolios, LLC4,738$386K0.29%-1,35713F-HRTimeline
Modera Wealth Management, LLC4,674$381K<0.01%+1,25713F-HRTimeline
Tradition Wealth Management, LLC4,412$360K0.03%013F-HRTimeline
Private Advisor Group, LLC4,333$353K<0.01%-45213F-HRTimeline
Montis Financial, LLC4,299$350K0.07%-1,43213F-HRTimeline
Quadrant Private Wealth Management, LLC4,249$346K0.05%013F-HRTimeline
Wealthspire Advisors, LLC4,038$329K<0.01%+213F-HRTimeline
McAdam, LLC3,839$313K0.01%+39613F-HRTimeline
AE Wealth Management LLC3,819$311K<0.01%+2,22013F-HRTimeline
Insight Advisors, LLC/ PA3,801$310K0.06%-29013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC3,800$310K0.13%-3513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,798$309K<0.01%-813F-HR/ATimelineGroup
Alpha Omega Wealth Management LLC3,754$306K0.05%-30,14713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,798$301K<0.01%+12413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,541$289K<0.01%-2,34113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.3,433$280K0.07%+12113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,433$280K0.05%+29813F-HRTimeline
One Capital Management, LLC3,423$279K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,402$277K<0.01%-10413F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC3,359$274K0.18%-35913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS3,334$272K0.13%+513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,293$268K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,276$267K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,248$265K<0.01%013F-HRTimeline
Clearstead Advisors, LLC3,184$260K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC3,144$256K0.03%-12213F-HRTimeline
Independent Advisor Alliance3,127$255K<0.01%+12713F-HRTimeline
Telos Capital Management, Inc.2,915$238K0.02%-10013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,866$234K<0.01%013F-HRTimelineGroup
Berger Financial Group, Inc2,785$227K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,773$226K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,770$226K<0.01%new13F-HRTimelineGroup
Financial Harvest, LLC2,744$224K0.13%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,742$223K0.05%013F-HRTimeline
BEACON FINANCIAL GROUP2,694$220K0.02%-10513F-HRTimeline
SCOTIA CAPITAL INC.2,603$212K<0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC2,600$212K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC2,514$205K0.11%013F-HRTimeline
GTS SECURITIES LLC2,490$203K0.01%-46613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,487$203K<0.01%13F-HRTimelineGroup
Zhang Financial LLC2,487$203K0.01%013F-HRTimeline
TopTier Wealth Management, LLC2,396$195K0.12%new13F-HRTimeline
IFP Advisors, Inc2,200$179K<0.01%+30013F-HRTimeline
Blue Trust, Inc.2,061$168K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,023$165K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,820$148K0.04%013F-HRTimeline
Fairman Group, LLC1,820$148K0.13%+413F-HRTimeline
Arax Advisory Partners1,816$148K<0.01%+1,50713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,791$146K0.11%-6813F-HRTimeline
Front Row Advisors LLC1,664$136K0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,533$125K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,528$125K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,449$118K<0.01%013F-HRTimeline
Investors Research Corp1,395$114K0.02%-31213F-HRTimeline
Crews Bank & Trust1,220$99.4K0.01%013F-HRTimeline
Tacita Capital Inc1,105$90.1K0.05%013F-HRTimeline
WealthShield Partners, LLC1,083$88.3K0.01%-613F-HRTimeline
Aptus Capital Advisors, LLC979$79.8K<0.01%+43213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding926$75.5KnewTimeline
FIRST HORIZON CORP891$72.6K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC830$67.6K0.02%-4513F-HRTimeline
Parallel Advisors, LLC748$61K<0.01%+24813F-HR/ATimeline
Operose Advisors LLC662$54K0.01%+813F-HRTimeline
Princeton Global Asset Management LLC636$51.8K0.01%-1813F-HRTimeline
Capital Advisors, Ltd. LLC552$45K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors525$41.6K0.01%-3413F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…500$40.8K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp495$40.3K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC460$37.5K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC448$36.5K0.03%13F-HRTimeline
Key Financial Inc400$32.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$24.4K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC292$23.8K<0.01%013F-HRTimeline
Osbon Capital Management LLC284$23.1K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…263$21.4K<0.01%013F-HRTimeline
Triumph Capital Management252$20.5K<0.01%013F-HRTimeline
Crewe Advisors LLC245$20K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV211$17.2K<0.01%+1813F-HRTimeline
LANARK FINANCIAL, INC.203$16.5K<0.01%-313F-HRTimeline
Qube Research & Technologies Ltd201$16.4K<0.01%+2013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/175$14.2K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.170$13.9K<0.01%013F-HRTimeline
NFSG Corp162$13.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…120$9.78K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$8.64K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.64K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC100$8.15K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC98$8.12K<0.01%013F-HRTimeline
Asset Dedication, LLC93$7.58K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC86$7.01K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.86$7.01K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…73$5.95K<0.01%-3313F-HRTimeline
AdvisorNet Financial, Inc60$4.92K<0.01%013F-HRTimeline
POM Investment Strategies, LLC53$4.32K0.01%new13F-HRTimeline
REAP Financial Group, LLC44$3.59K<0.01%013F-HRTimeline
Fortitude Family Office, LLC43$3.5K<0.01%-5813F-HRTimeline
HOWE & RUSLING INC14$1.14K<0.01%013F-HRTimeline